Warren Benavente signed Dwfritz Automation LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dwfritz Automation LLC's EIN is 93-0773498.
Download the official 2024 Form 5500 (PDF) for Dwfritz Automation LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dwfritz Automation LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO | 39-6037917 | — | ADVISOR | $52K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $4.8M | 14.7% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $4.4M | 13.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.1M | 12.5% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $3.8M | 11.4% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $2.8M | 8.4% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $2.2M | 6.6% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $1.7M | 5.1% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $1.5M | 4.5% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $1.5M | 4.5% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $1.0M | 3.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $721K | 2.2% | |
| Fidelity Managed Income Portfolio | Mutual Funds | — | — | $708K | 2.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $708K | 2.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $615K | 1.9% | |
| ClearBridge International Growth Fund | Other securities | — | — | $534K | 1.6% | |
| Janus Henderson Global Technology and InnovaRegistered Investment Company | Mutual Funds | — | — | $477K | 1.4% | |
| JPMorgan Core Bond Fund | Other securities | — | — | $429K | 1.3% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $327K | 1.0% | |
| Columbia Dividend Income Fund | Other securities | — | — | $284K | 0.9% | |
| Neuberger Berman Small Cap Growth Fund | Other securities | — | — | $209K | 0.6% | |
| BlackRock Mid-Cap Growth Equity Portfolio | Other securities | — | — | $196K | 0.6% | |
| Participant loans | Participant loans | — | — | $185K | 0.6% | |
| Fidelity Emerging Markets Fund | Mutual Funds | — | — | $177K | 0.5% | |
| Janus Henderson Balanced Fund | Mutual Funds | — | — | $101K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $99K | 0.3% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $83K | 0.3% | |
| BlackRock Commodity Strategies Portfolio | Other securities | — | — | $62K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $52K | 0.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $23K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $14K | <0.1% | |
| AB Global Bond Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
